Hi, I’m Crystal!

After successfully working as an in-house marketing professional in the financial industry for over a decade, I have taken my experience and exceptional marketing insights and made them available to an exclusive group of business owners who need assistance with their design efforts. My goal is to help you define your marketing brand so that you can focus on the more important things in your firm and your life.

I am not just a marketing consultant I am also a graphic designer at heart. I enjoy creating stunning images that help convey a particular message to an audience. I have years of experience that covers areas from logo design, website layout, and print media just to name a few. I know what works and what doesn’t. I can use my experience to help you create the brand image you are looking for and give you the tricks of the trade to help it be successful.

Because of my experience, I have intimate knowledge of the unique marketing needs of the financial industry:

Best practices used by small businesses, financial advisers, and firms

Various tools & resources that have proven successful for other marketing initiatives

Financial adviser compliance guidelines & Compliance Max system

My design packages are specifically created to fit all types of independent financial advisers who want to take the next step in marketing their business. For a set fee, I will collaborate with you and your team to create and implement your brand’s image. I offer various package options that allow you to choose the one/s that fits your business needs.

Brand Package

Investment Starting at $2000

Logo
A new, modern version of your current logo in various formats for future useBrand Style Guide
A PDF that identifies alternate logo, colors, patterns, type, and illustrations to complete your unified brandStationery Set
Letterhead, business card, standard envelope, notecard and envelope, and mailing labelCollateral
Two separate one-page flyers, featuring the firm and associate biography

Website Package

Investment Starting at $3800

Content
Defining the audience, call to actions, and site map to ensure that the layout is simple, clean, and user-friendly
Site and content will include: Home, About, Services, Client Login, Contact, BlogSEO
Keyword rich title and meta descriptions on your websiteDesign
Custom design specifically tailored to your brand
Responsive desktop, mobile, and blog website design through Advisor Websites
Wordpress option available for additional fee

Event Package

Investment Starting at $1200

Save The Date
Email or PrintRegistration Page
Online on Eventbrite.comInvitation
Email or Print
“Last Chance to Register” Custom EmailPresentation
PowerPoint design and formatting
Client will provide contentHandout
A two-page handout recapping key points of the presentation for guests to take with themEvaluation Form
A one-page handout for guests to complete and return to youName Tags
Template setup on myavery.com

What will happen during our collaboration?

When you work with Crystal Marketing Solutions, I become a trusted consultant for your business. I work to help build your marketing brand so you can focus on the activities that matter most to you and your business success.

Here’s what working with me looks like:

Inspiration Board
We will gather various pieces of inspiration that reflect the tone and feel that you are looking for in your new brand. I will use this information to design colors, patterns, textures, and photos for your project. This will ensure that we are conceptually on the same page.

Project Management
While we work together, we’ll use an online project board to keep communication open and transparent. This tool is also used during marketing meetings to ensure focus and to maximize our time together.

Liaison
I can serve as a liaison for most third party marketing vendors. While we work together, I represent a part of your team and work in your best interests. Note: all third party fees are billed to the client. Including but not limited to hosting, content library, email utility, social media archiving, business listings, and advertising.

Compliance
Submission and completion of any required changes.

Launch
I will showcase your business on the CMS blog and social media sites, and partner with you to generate excitement over the launch of your new brand.

Time Frame
Most project packages have an 8-week timeline, allowing 2 revisions. The website package is a 12-week timeline. Additional revisions are only available for a fee. After that, you will have the option to come on as a full-service client, if mutually desired, or you can select any of my other services that you may need.

I know this is a big decision

Investing in any part of your firm is an important decision to make and I understand that. That’s why I am here and happy to answer every question you may have.

How do I know I am ready for professional design services?

If you are not happy with the look or feel of your current logo, brand, website, social media, email, or events. If you think that your image is dated and not representative of the “face” you want to put out in front of clients or potential clients. If you know what you would like to see changed but have no idea where to start or how to make it happen. I’d also hazard a guess that if you are reading this, you are likely ready for a design expert to step in a lend a helping hand.

What is your availability?

Due to the time commitment involved with this process, I only partner with one project client at a time. This allows me to focus on each client individually rather than trying to divide my time and attention. At the end of the contract, you will have the option to come on as a full-service client, if mutually desired, or I may have other services you are interested in.

Next Steps

As an experienced marketing consultant focused on working with financial services firms, I have a proven track record of helping my clients increase their bottom line over the long term. To get started, here’s what happens next.

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Discovery Meeting

During this meeting we will discuss your firm, get to know each other, and I will be able to answer any questions you may have.

Don't Be Shy

About Crystal

Crystal Lee Butler, MBA is a creative marketer and results-oriented business consultant with over a decade of experience collaborating with independent advisers. At Crystal Marketing Solutions, she delivers exceptional insights for financial professionals enabling them to create a consistent marketing presence so they can focus on the things that matter most to them.

Disclosures

This website is marketing advertising and does not establish a client relationship, which is only formed when you have signed an engagement agreement. We do not guarantee results and past results do not guarantee future results.